Terri J Phillips

• Managed full-cycle bookkeeping, including accounts payable, accounts receivable, and payroll support.
• Processed invoices and vendor payments, ensuring timely completion of accounting transactions.
• Conducted monthly audits to verify data accuracy and identify discrepancies.
• Implemented process improvements that recovered lost revenue.
• Supported budgeting and reporting to improve operational efficiency.
• Ensured smooth office and accounting functions through clear communication.

• Managed division financial records through preparation, monitoring, and reconciliation of account receipts and expenditures, ensuring accuracy and compliance with organizational policies.
• Prepared payment authorizations, professional correspondence, and financial reports for management review while maintaining accurate documentation and timely processing.
• Administered financial databases to support operations, reporting, and informed decision-making across departments.
• Collaborated with internal departments to resolve financial inquiries, providing administrative support that streamlined transaction processing.

• Coordinated collaboration among client-facing teams, sales leads, account managers, and marketing personnel to align creative assets with client brand objectives, enhancing project coherence.
• Executed bookkeeping tasks, processing invoices, tracking payments, and reconciling accounts while collaborating with sales, warehouse, and operations teams to streamline operations.
• Partnered with marketing and executive staff to develop optimization strategies and innovative marketing approaches, increasing audience engagement in untapped verticals.

Customer Service Representative III – (Sept 2014-April 2019)

Collaborated with department leadership to identify and resolve a billing error that recovered approximately $1.2 million in quarterly revenue, demonstrating strong analytical skills and attention to detail.

Developed a comprehensive onboarding program and trained new customer service representatives, providing performance coaching that contributed to a 75% reduction in employee turnover.

Led the planning and execution of a customer service workshop for more than 220 service professionals, improving team engagement and increasing customer satisfaction survey scores from 2.7 to 4.2 through enhanced service standards and best practices.

Administrative Assistant – (May 2010 – Sept 2014)

Provided comprehensive administrative support to executive leadership, managing complex calendars, coordinating meetings, preparing executive correspondence, and ensuring seamless day-to-day operations.

Served as a trusted liaison between executives, internal departments, external partners, and stakeholders, fostering effective communication while handling sensitive and confidential information with discretion.

Managed multiple high-priority projects simultaneously, anticipating executive needs, resolving scheduling conflicts, and maintaining accuracy in fast-paced, deadline-driven environments.

Customer Service Rep II/Lead Parts Processor – (Aug 2000 – May 2010)

Served as the lead point of contact for customers by interpreting technical schematics, ensuring accurate parts identification, and collaborating with six cross-functional departments to expedite order fulfillment and resolve customer inquiries.

Processed high-volume daily billing for parts orders, service requests, and preventive maintenance programs, supporting more than 5,000 customers across North America and the Caribbean with accuracy and efficiency.

Coordinated service dispatch and monitored preventive maintenance schedules for 120+ field technicians nationwide using GPS technology, optimizing scheduling and ensuring timely customer support.